Investment management services, namely management of fixed income separately managed accounts on behalf of registered investment advisors, utilizing proprietary computer software platforms to provide and calculate proprietary analytics, optimizations, and trade recommendations

'account':11 'advisor':17 'analyt':28 'behalf':13 'calcul':26 'comput':20 'fix':7 'incom':8 'invest':1,16 'manag':2,5,10 'name':4 'optim':29 'platform':22 'proprietari':19,27 'provid':24 'recommend':32 'regist':15 'separ':9 'servic':3 'softwar':21 'trade':31 'util':18

Software as a service (SAAS) services featuring software to support the administration of fixed income separately managed accounts by registered investment advisors; Software as a service (SAAS)featuring computer software platforms for management of fixed income separately managed accounts on behalf of registered investment advisors to provide and calculate proprietary analytics, optimizations, and trade recommendations

'account':18,39 'administr':12 'advisor':22,45 'analyt':51 'behalf':41 'calcul':49 'comput':29 'featur':7,28 'fix':14,35 'incom':15,36 'invest':21,44 'manag':17,33,38 'optim':52 'platform':31 'proprietari':50 'provid':47 'recommend':55 'regist':20,43 'saa':5,27 'separ':16,37 'servic':4,6,26 'softwar':1,8,23,30 'support':10 'trade':54

CANOPY

Owner

Goods & Services